{"id":33,"date":"2021-07-12T16:47:46","date_gmt":"2021-07-12T16:47:46","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=33"},"modified":"2024-01-12T08:43:00","modified_gmt":"2024-01-12T08:43:00","slug":"scholars-choice-forms","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/forms\/scholars-choice-forms\/","title":{"rendered":"Scholars Choice Forms"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section scholars-choice-forms” _builder_version=”4.16″ da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”left” collapsed=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Hero Content” module_class=”headline h1-dark ” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Forms for Scholars Choice Education Savings Plan<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

plan managed by:<\/p>\n

[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Nuveen-Logo-Hero@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/TIAA-logo-Hero@2x.png” first_logo_alt=”Nuveen-Logo” second_logo_alt=”Tia-Logo” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][et_pb_button button_url=”#enrollment” button_text=”jump to forms” admin_label=”Anchor Link” module_class=”anchor-link anchor-link-dpf” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Scholars-Choice-Hero@2x.png” title_text=”Scholars-Choice-Hero@2x” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”A boy holding a model car toy” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”sidebar-section scholars-choice-forms” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/sidebar-remove-line.png” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs p-big-light” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Select the appropriate form below by clicking on the title. The form will be displayed in PDF format suitable for printing (Adobe Acrobat Reader required).<\/p>\n

Please note that some of these transactions can be done online, as indicated below.<\/p>\n

If you want to mail a form, this page provides PDFs that can be printed, completed, and mailed. When completed, please return the form(s) to:<\/p>\n

\n
\n

MAILING ADDRESS:<\/p>\n

Scholars Choice College Savings Program<\/p>\n

P.O. Box 219372<\/p>\n

Kansas City, MO 64121<\/p>\n<\/div>\n

\n

OVERNIGHT DELIVERY ONLY:<\/p>\n

Scholars Choice College Savings Program<\/p>\n

1001 E 101st Terrace, Suite 200<\/p>\n

Kansas City, MO 64131<\/p>\n<\/div>\n<\/div>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/quicklink-icon.png” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” icon_alt=”Blue link icon” sticky_enabled=”0″]<\/p>\n

quick links<\/p>\n

compare plans<\/a><\/p>\n

Scholars Choice Plan Disclosure Statements<\/a><\/p>\n

Scholars Choice Performance<\/a><\/p>\n

Friends and Family gifting<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/08\/phone-icon.png” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” icon_alt=”Blue phone icon” sticky_enabled=”0″]<\/p>\n

call us<\/p>\n

888.572.4652<\/a><\/p>\n

Mon – Fri 7am to 8pm (MDT)<\/p>\n

Fax: 617-559-8940<\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Enrollment Kit” module_id=”enrollment” module_class=”sign-up-card direct-portfolio-forms” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Headline” module_class=”headline” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Find the Scholars Choice forms you need<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ module_class=”card” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”p-small-dark” _builder_version=”4.17.3″ _module_preset=”default” locked=”off” global_colors_info=”{}”]<\/p>\n

Scholars Choice Enrollment Form<\/h3>\n

Use the enrollment form included in this kit to open a Scholars Choice College Savings Account. Scholar\u2019s Choice is the ideal plan for investors working with their own financial professional, and offers 28 options ranging from conservative to aggressive.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/cdn.unite529.com\/jcdn\/files\/PDF\/pdfs\/coadvisor\/enrollment.pdf” url_new_window=”on” button_text=”view form” admin_label=”Button Blue” module_class=”button blue file ” _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Compare Plans” module_class=”compare-plan direct-portfolio-forms top” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row admin_label=”Compare Plans” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Compare Plans” module_class=”content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Prefer to enroll online?<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/www.collegeinvest.org\/enroll-529-savings-plan\/#scholars-choice” button_text=”enroll online here” module_class=”button light-blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Collegeinvest Form Section” module_class=”collegeinvest-form-section scholars-choice-forms” _builder_version=”4.16″ da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_collegeinvest_forms posts_number=”-1″ form_type=”29″ module_class=”p-small-dark” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_collegeinvest_forms][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Compare Plans” module_class=”compare-plan direct-portfolio-forms bottom” _builder_version=”4.16″ _module_preset=”default” da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row admin_label=”Compare Plans” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” animation_direction=”bottom” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Compare Plans” module_class=”content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Want to request Forms by mail?<\/span><\/p>\n

You can also request forms by mail. Please check with your Financial Advisor for the correct address to return your form(s).<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
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\r\n\t\t\t\t\"Icon\r\n\t\t\t\t\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Forms for Scholars Choice Education Savings Planplan managed by:
\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
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\"Nuveen-Logo\"<\/div>\r\n\t\t\t\t
\"Tia-Logo\"<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Select the appropriate form below by clicking on the title. The form will be displayed in PDF format suitable for printing (Adobe Acrobat Reader required). Please note that some of these transactions can be done online, as […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":31,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-33","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nScholar's Choice Forms | CollegeInvest Colorado 529 Savings Plans<\/title>\n<meta name=\"description\" content=\"Download forms for Scholars Choice 529 college savings plans through CollegeInvest. 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